NorthRock Partners’s Invesco Global Clean Energy ETF PBD Stock Holding History

NorthRock Partners’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-49	Closed	-$693	–	845
2024 Q1	$693	Hold	49	–	–	﹤0.01%	809
2023 Q4	$783	Buy	+49	New	+$716	﹤0.01%	745

Other funds holding PBD

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

NorthRock Partners's PBD Position: Q2 2024 in Review

NorthRock Partners sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2024, closing a stake of 49 shares — an estimated $693 sold.

NorthRock Partners first reported a position in PBD in Q4 2023 and held it in 2 quarters. The position peaked at $783 in Q4 2023. 73 funds tracked by Wall St. Rank hold PBD as of Q2 2024.

NorthRock Partners reported no remaining Invesco Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
NorthRock Partners sold 49 Invesco Global Clean Energy ETF shares in Q2 2024, an estimated $693.
NorthRock Partners first reported a position in Invesco Global Clean Energy ETF in Q4 2023 and held it in 2 quarters.
NorthRock Partners's Invesco Global Clean Energy ETF position peaked at $783 in Q4 2023.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2024.

Based on NorthRock Partners's 13F filing for Q2 2024, filed 6 Aug 2024.